Hi,
I am trying to summarize data using formulas making the process as automated as possible.
Currently I have a list of Branches, Cost Codes and then Values.
I need to be able to split the values out by either contract or Job. In order to do this if the cost code is either 1104 or 1108 then it is Job, if it isn’t it is contract (a left filter will need to be applied to the cost code as it contains 6 digits as I only need it to look in the first four numbers).
Once it is split by Job and Contract I then need it summarized by branch giving me the total job value and total contact value by branch.
I have completed the attached which does it however I am wondering if there is an easier way to do this?
In green I have used helper columns to split out if its contract or job.
The red hightailed cells then summarize the data.
In particular what I would like is a formula which creates a unique list of branches as I had to use an advanced filter – ideally I would like this automated. This is in column R.
For any formula I would like it to pick up the last row automatically rather than using defined ranges as the number or rows will change each month. Ideally I would also like it to be achieved without the use of macros.
Any suggestions would be welcome.
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